Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a number of developments understandably rattled investor convictions and confidence around financial assets. One of the biggest lessons I learned at JPMorgan is the view “credit markets run on confidence, and they are good until they are not.” In other words, even…
Fundstrat: Fear and uncertainty building short-term, but case for equities in 2022 still intact
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